This article lists every API Argument listed within each menu option in the API Main Menu.
Each menu option may contain more than one Tab, the Arguments listed on every tab can also be found here.

For Example: The Agent Monitor menu option contains two (2) tabs, the Arguments for each are listed here below the names of the tabs.

Contents
Agent Monitor
Agent Monitor Search
Globally search through all logged-in users.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
campaign_id |
integer |
Filter by Campaign ID (for multiple comma separated. Example: 102,104 |
Optional |
queue_id |
integer |
Filter by Queue ID (for multiple comma separated. Example: 203,204 |
Optional |
user_id |
integer |
Filter by User ID (for multiple comma separated. Example: 1002034,1030483 |
Optional |
filter_by_skill_options |
string |
Filter by Skill Options (for multiple comma separated. Example by state value: CA,TX,NY |
Optional |
HTTP Method
Agent Monitor Logout
Logout active users.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
user_id |
string |
User's ID |
Required |
HTTP Method
Errors
6006 |
No such User |
6012 |
User not logged-in |
Agent Performance
Retrieving agent performance records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
date_start |
date |
Start Date (2017-09-01 00:00:00) (default = today) |
Optional |
date_end |
date |
End Date (2017-09-01 23:59:59) (default = today) |
Optional |
campaign_ids |
integer (comma separated) |
Campaign IDs |
Optional |
list_ids |
integer (comma separated) |
List IDs |
Optional |
queue_ids |
integer (comma separated) |
Queue IDs |
Optional |
user_ids |
integer (comma separated) |
User IDs |
Optional |
status_ids |
string (comma separated) |
Status IDs |
Optional |
HTTP Method
Errors
Agent Productivity
Agent productivity records.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
date_start |
date |
Start Date (2017-09-01 00:00:00) (default = today) |
Optional |
date_end |
date |
End Date (2017-09-01 23:59:59) (default = today) |
Optional |
agent_emails |
string (comma separated) |
Can be a single agent email, or a comma-separated list of agent emails. If left blank, it will return all agents |
Optional |
campaign_id |
integer |
Campaign ID |
Optional |
offset |
string |
Default 0/Max 50000 |
Optional |
limit |
string |
Max number of requested rows (default 1000/max 1000) |
Optional |
HTTP Method
Errors
6031 |
Missing Agents |
7231 |
Invalid offset value |
Call Logs
Search Call Log
Retrieving call log records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
id |
string |
Call Log ID |
Optional |
lead_id |
string |
Lead`s ID |
Optional |
campaign_id |
string |
Campaign`s ID |
Optional |
queue_id |
string |
Queue`s ID |
Optional |
list_id |
string |
List`s ID |
Optional |
user_id |
string |
User ID |
Optional |
call_type |
string |
Call Type (OUTBOUND, INBOUND, MANUAL, 3WAY) |
Optional |
called_count |
string |
Lead's Call Count |
Optional |
status |
string |
Status (SALE,DROP,AM, etc..) |
Optional |
phone_number |
string |
Phone Number |
Optional |
number_dialed |
string |
Number Dialed |
Optional |
first_name |
string |
First Name |
Optional |
last_name |
string |
Last Name |
Optional |
start_time |
string |
Start Time (2015-09-01 00:00:00) (default = today) |
Optional |
end_time |
string |
End Time (2015-09-01 23:59:59) (default = today) |
Optional |
limit |
string |
Limit (1-500) |
Optional |
offset |
string |
Offset (start from: 0,500,1000,...max of 40000) - To access data sets larger than 40000 items, please use the Start Time and End Time filters |
Optional |
order |
string |
Order (ASC, DESC) "default = DESC (newest call)" |
Optional |
include_recordings |
boolean |
Include Recordings (1, 0) "default = 0" |
Optional |
HTTP Method
Errors
6002 |
Unknown List Id |
6006 |
Unknown User Id |
6004 |
Unknown Campaign ID |
6030 |
Unknown Queue ID |
7231 |
Invalid offset value |
Update Call Logs
Retrieving call log records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
id |
string |
Call Log ID |
Optional |
lead_id |
string |
Lead`s ID |
Optional |
campaign_id |
string |
Campaign`s ID |
Optional |
queue_id |
string |
Queue`s ID |
Optional |
list_id |
string |
List`s ID |
Optional |
user_id |
string |
User ID |
Optional |
call_type |
string |
Call Type (OUTBOUND, INBOUND, MANUAL, 3WAY) |
Optional |
called_count |
string |
Lead's Call Count |
Optional |
status |
string |
Status (SALE,DROP,AM, etc..) |
Optional |
phone_number |
string |
Phone Number |
Optional |
number_dialed |
string |
Number Dialed |
Optional |
first_name |
string |
First Name |
Optional |
last_name |
string |
Last Name |
Optional |
start_time |
string |
Start Time (2015-09-01 00:00:00) (default = today) |
Optional |
end_time |
string |
End Time (2015-09-01 23:59:59) (default = today) |
Optional |
limit |
string |
Limit (1-500) |
Optional |
offset |
string |
Offset (start from: 0,500,1000,...max of 40000) - To access data sets larger than 40000 items, please use the Start Time and End Time filters |
Optional |
order |
string |
Order (ASC, DESC) "default = DESC (newest call)" |
Optional |
include_recordings |
boolean |
Include Recordings (1, 0) "default = 0" |
Optional |
HTTP Method
Errors
6002 |
Unknown List Id |
6006 |
Unknown User Id |
6004 |
Unknown Campaign ID |
6030 |
Unknown Queue ID |
7231 |
Invalid offset value |
Insert Callbacks
Insert Callback
Retrieving callback records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
lead_id |
string |
Lead ID |
Required |
user_id |
string |
User ID |
Optional |
recipient |
string |
Recipient (System, Personal) |
Required |
comments |
string |
Comments |
Optional |
callback_time_zone |
string |
Callback Time Zone |
Required |
callback_time |
string |
Callback Time |
Required |
HTTP Method
Errors
6038 |
No such Callback |
6001 |
No such Lead |
6006 |
No such User |
6023 |
Required fields are missed |
7237 |
Invalid callback_time |
Update Callback
Retrieving callback records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
callback_id |
string |
Callback ID |
Required |
user_id |
string |
User ID |
Optional |
recipient |
string |
Recipient (System, Personal) |
Optional |
comments |
string |
Comments |
Optional |
callback_time_zone |
string |
Callback Time Zone |
Optional |
callback_time |
string |
Callback Time |
Optional |
status |
string |
Status (Dismissed) |
Optional |
HTTP Method
Errors
6006 |
No such User |
6023 |
Required fields are missed |
6038 |
No such Callback |
7237 |
Invalid callback_time |
Delete Callbacks
Retrieving callback records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
callback_id |
string |
Callback ID |
Required |
HTTP Method
Errors
Search Callbacks
Retrieving callback records
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API Authentication Token |
Required |
campaign_id |
string |
Campaign's ID |
Optional |
comments |
string |
Comments |
Optional |
id |
integer |
Callback ID |
Optional |
lead_id |
integer |
Leads ID |
Optional |
list_id |
integer |
Lists ID |
Optional |
recipient |
string |
Recipient (System, Personal) |
Optional |
user_id |
string |
Users ID |
Optional |
stage |
string |
Stage (COMPLETED, PAST_DUE, PENDING, DISMISSED) |
Optional |
offset |
integer |
Pagination offset (Default: 0, Max: 50000) |
Optional |
limit |
integer |
Maximum number of results to retrieve (Default: 20, Max: 5000) |
Optional |
start_date |
string |
Start Date |
Optional |
end_date |
string |
End Date |
Optional |
HTTP Method
Errors
6000 |
Missing callbacks |
7231 |
Invalid offset value |
Campaigns
Campaign Status
Toggle campaign status for authenticated users.
To activate or deactivate the campaign set the status parameter to true or false.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
campaign_id |
string |
Campaign's ID |
Required |
status |
boolean |
Campaign's status |
Required |
HTTP Method
Errors
6004 |
Unknown Campaign ID |
6010 |
Missing status |
Search Campaign
Get the list of all Campaigns.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
HTTP Method
DNC
Insert DNC
Insert DNC.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
phone_number |
string |
DNC Phone Number |
Required |
phone_code |
string |
DNC phone_code |
Required |
campaign_id |
string |
DNC Campaign ID (0 For Global) |
Required |
HTTP Method
Errors
6006 |
Invalid Campaign ID |
6007 |
Invalid Phone Number |
6008 |
The phone number already exists |
Delete DNC
Delete a DNC for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
phone_number |
string |
Phone Number |
Required |
phone_code |
string |
Phone Code |
Required |
campaign_id |
string |
Campaign ID (0 For Global) |
Required |
update_lead_status |
string |
Update Lead Status |
Optional |
lead_status |
string |
Lead Status |
Optional |
HTTP Method
Errors
6000 |
Missing Phone Code |
6001 |
Missing Campaign ID |
6002 |
Missing Phone Number |
6003 |
Phone Number Not Found |
6004 |
Invalid Lead status |
6005 |
Missing Lead status |
Search DNC
Search Do Not Call List
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
id |
integer |
DNC id |
Optional |
campaign_id |
integer |
DID Campaign Id (0 For Global) |
Optional |
phone_number |
string |
DID Phone Number |
Optional |
phone_code |
string |
DID phone_code |
Optional |
insert_date |
string |
DNC Insert Date |
Optional |
offset |
string |
Row offset into DNC table (default 0/Max 100000) |
Optional |
limit |
string |
Max number of requested rows (default 1000/max 1000) |
Optional |
HTTP Method
Errors
7231 |
Invalid offset value |
Lead Validation
Lead Validation
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
criteria_key |
string |
The unique identifier for the criteria to be applied to the request |
Required |
phone_number |
phone |
The phone number of the lead |
Required |
State |
string |
The two character state code of the prospective lead (e.g. CA) |
Optional |
postal_code |
string |
The five digit postal code for the prospective lead |
Optional |
HTTP Method
Leads
Insert Lead
Insert Lead.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
list_id |
integer |
List`s ID |
Required |
phone_code |
string |
Lead`s phone code. Default is 1 |
Optional |
status |
string |
Lead`s status |
Optional |
created_by |
lookup |
Created By |
Optional |
email |
email |
Email |
Optional |
last_modified_by |
lookup |
Last Modified By |
Optional |
owner_id |
lookup |
Lead Owner |
Optional |
first_name |
text |
First Name |
Optional |
last_name |
text |
Last Name |
Optional |
phone_number |
phone |
Primary Phone |
Required |
alt_phone_1 |
phone |
Cell Phone |
Optional |
alt_phone_2 |
phone |
Work Phone |
Optional |
address1 |
text |
Address 1 |
Optional |
address2 |
text |
Address 2 |
Optional |
city |
text |
City |
Optional |
state |
select |
State |
Optional |
province |
text |
Province |
Optional |
postal_code |
text |
Postal Code |
Optional |
country |
select |
Country |
Optional |
gender |
select |
Gender |
Optional |
date_of_birth |
date |
Date Of Birth |
Optional |
need_pet_insurance |
checkbox |
Training - Do you need Pet Insurance? |
Optional |
monthly_cost |
text |
Training - Monthly Cost |
Optional |
do_you_currently_have_insurance |
checkbox |
Training - Do you currently have insurance |
Optional |
ka_sge_2_select |
select |
Training - Insurance Provider |
Optional |
training_select_long |
long_select |
Training Select Long |
Optional |
geico__ch___sge_2_select |
long_select |
Geico :CH - SGE 2 Select |
Optional |
allstate__ch___sge_2_text |
text |
Allstate :CH - SGE 2 Text |
Optional |
ch_insurance_provider |
select |
CH Insurance provider |
Optional |
ch_insurance_cost |
text |
CH Insurance Cost |
Optional |
jr___sge2_select |
select |
JR - SGE2 Select |
Optional |
jr___sge_2_checkbox |
checkbox |
JR - SGE 2 Checkbox |
Optional |
jc_05302024_sge_2_select |
select |
JC 05302024: SGE 2 Select |
Optional |
jc_05302024_sge_text |
text |
JC 05302024:SGE Text |
Optional |
jc052024___sge4_insuranceprovider |
select |
Insurance Provider |
Optional |
jc052024_sge4_insurance_cost |
text |
Insurance Cost |
Optional |
dp___sge_2_select |
select |
Current Insurance |
Optional |
dp___sge_2_checkbox |
checkbox |
Current Insurance expired? |
Optional |
url |
text |
url |
Optional |
amselect |
select |
AM- SGE2 Select |
Optional |
yes |
checkbox |
AM - SGE2 Checkbox |
Optional |
insurance_provider |
select |
AM Insurance provider |
Optional |
insurance_cost |
text |
AM Insurance cost |
Optional |
ek___sge_2_select |
select |
Insurance Providers |
Optional |
ek___sge_checkbox |
checkbox |
Insurance Information |
Optional |
re___sge_2_select |
select |
RE - SGE 2 Select |
Optional |
re___sge_2_text |
text |
RE - SGE 2 Text |
Optional |
ek_sg_ex4_field_name |
select |
Insurance Provider |
Optional |
insurance_cost_ek |
text |
EK Insurance Cost Field |
Optional |
ak_inr |
number |
AK INR |
Optional |
vb_inr |
number |
INR |
Optional |
re_insurance_provider |
select |
RE Insurance Provider |
Optional |
re_insurance_cost |
text |
RE Insurance Cost |
Optional |
sge_2_select |
long_select |
AK Insurance Providers |
Optional |
sge_2_checkbox |
checkbox |
AK SGE 2 Checkbox |
Optional |
aksge41 |
checkbox |
AK Self Guided 4 Field 1 |
Optional |
aksge42 |
text |
AK Self Guided 4 Field 2 |
Optional |
be___sge_2_select |
checkbox |
BE - SGE 2 Select |
Optional |
be___sge_2_text |
text |
BE - SGE 2 Text |
Optional |
lm_sge_2_select |
select |
LM-SGE 2 SELECT |
Optional |
lm_sge_2_text |
checkbox |
LM SGE 2 Text |
Optional |
cm_sge_2_text |
text |
CM SGE 2 Text |
Optional |
cm____sge_2_select |
text |
CM - SGE 2 Select |
Optional |
lm_insurance_cost |
text |
LM Insurance Cost |
Optional |
lm__insurance_provider |
select |
LM Insurance Provider |
Optional |
indian_currency |
number |
INR |
Optional |
sge_2_yh_select |
select |
insurance providers |
Optional |
sge_2_yh_checkbox |
checkbox |
SGE 2 YH Checkbox |
Optional |
insured |
checkbox |
Insured |
Optional |
yh___insurance_provider___exercise_4 |
select |
YH - Insurance Provider - Exercise 4 |
Optional |
yh___insurance_cost___exercise_4 |
text |
YH - Insurance Cost - Exercise 4 |
Optional |
co_sge_2_select |
select |
CO - SGE 2 Select |
Optional |
co_sge_2_text |
text |
CO - SGE 2 Text |
Optional |
os___insurance_providers |
select |
OS - Insurance Providers |
Optional |
os___sge_2_checkbox |
checkbox |
OS - SGE 2 Checkbox) |
Optional |
co_insurance_provider |
select |
CO Insurance Provider |
Optional |
co_insurance_cost |
text |
CO Insurance Cost |
Optional |
test_ph_no_field |
phone |
Test Phone number Field |
Optional |
bz_sge_2_select |
select |
BZ SGE 2 Select |
Optional |
jc_sge_2_select |
select |
JC SGE 2 Select |
Optional |
bz_seg_2_check |
checkbox |
BZ SEG 2 Check |
Optional |
jc_sge_2_check |
checkbox |
JC SGE 2 Check |
Optional |
ns___sge_2_select |
select |
Insurance Provider |
Optional |
ns___sge_2_checkbox |
checkbox |
Do you need Insured? |
Optional |
ns_sg_ex4 |
text |
Insurance Cost |
Optional |
dh___sge_2_select |
select |
DH - SGE 2 Select |
Optional |
dh___sge_2_checkbox |
checkbox |
DH - SGE 2 Checkbox |
Optional |
dh_sge4_insurance_provider |
select |
Insurance Provider |
Optional |
dh_sge4_insurance_cost |
text |
Insurance Cost |
Optional |
le2stdatepickerfield |
date |
LE2STDatePickerfield |
Optional |
skt_insurance_provider |
text |
SKT Insurance Provider |
Optional |
skt_insurance_cost |
integer |
SKT Insurance Cost |
Optional |
skt_insurance_provider_drop_down |
multiselect |
SKT Insurance Provider Drop Down |
Optional |
skt___sge_2_select |
select |
SKT - SGE 2 Select |
Optional |
skt___sge_2_checkbox |
checkbox |
SKT - SGE 2 Checkbox |
Optional |
select_vb |
select |
select vb |
Optional |
managerphonenumber |
phone |
ManagerPhoneNumber |
Optional |
adminphonenumber |
phone |
AdminPhoneNumber |
Optional |
indian_rupees |
number |
INR |
Optional |
sk_date |
date |
SK Date |
Optional |
insuranceprovider |
select |
Insurance Provider |
Optional |
insurancecost |
number |
Insurance Cost |
Optional |
Non asset options |
check_dup |
integer |
If this parameter is included, we check for duplicates. If you pass ‘1’ or ‘true’ as a value, we check for duplicates against the entire account. If you pass the value ‘2’ we check for duplicates in the list where you are entering the lead. If you pass the value ‘3’ we check for duplicates across the Campaign that the lead is being assigned to. |
Optional |
check_dup_archive |
boolean |
Whether or not to check for duplicate lead phone number in Archived Leads ('check_dup' should be enabled and this filter is applied across the entire account) |
Optional |
check_dnc |
boolean |
Whether or not to check the lead phone number for Do Not Call (DNC) list (Only if campaign set to "Ignore rules/filters and insert into hopper to dial immediately") |
Optional |
check_wireless |
boolean |
Whether or not to check the lead phone number for Wireless list |
Optional |
hopper |
boolean |
Whether or not to insert the lead into the Hopper |
Optional |
hopper_priority |
integer |
Hopper priority level.Value range is from 0 to 99.Default is 99. |
Optional |
hopper_expires_in |
integer |
In how many minutes hopper will be expired (max value is 300) |
Optional |
blueinkdigital_token |
string |
This token is used to fetch the leads Phone Number from Blue Ink Digital (Requirement: to store this token, a dedicated form field is needed before using this integration. To set this go under Apps -> Blue Ink Digital and define a form field which is of data type 'text') |
Optional |
reject_by_carrier_type |
enum (MOBILE, VOIP, LANDLINE) |
This field is used to reject leads based on one or more carrier types. The optional values are the following and can be joined in conjunction, separated by a comma. (Example: MOBILE,VOIP or LANDLINE or VOIP,LANDLINE etc.) |
Optional |
filter_phone_code |
boolean |
This allows you to strip the country code out of the primary phone number and place it into the phone_code field. It's commonly used incase the phone number passed to the api contains the country code |
Optional |
Insert Update (Non asset options) |
update_if_found |
boolean |
Whether insert as new contact or update if 'Lead ID' or 'Phone Number' found |
Optional |
search_campaign_id |
integer |
The Campaign ID to search within when "update_if_found" is true |
Optional |
search_list_id |
integer |
The List ID to search within when "update_if_found" is true (takes priority over search_campaign_id if both are passed in) |
Optional |
update_order_by_last_called_time |
string |
In case duplicate is found, find the 'Phone Number' by the order of Last Called Time 'ASC' or 'DESC' |
Optional |
lead_id |
integer |
Lead ID |
Optional |
HTTP Method
Errors
6002 |
No such List |
6006 |
No such User |
6007 |
The Lead requires a phone number and list id |
6008 |
The phone number is invalid |
6009 |
The phone number already exists |
6023 |
Required fields are missed |
6079 |
Invalid Email(s) |
Update Lead
Update a lead for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
lead_id |
integer |
Lead`s ID |
Required |
list_id |
integer |
List`s ID |
Optional |
phone_code |
string |
Lead`s phone code. Default is 1 |
Optional |
status |
string |
Lead`s status |
Optional |
created_by |
lookup |
Created By |
Optional |
email |
email |
Email |
Optional |
last_modified_by |
lookup |
Last Modified By |
Optional |
owner_id |
lookup |
Lead Owner |
Optional |
first_name |
text |
First Name |
Optional |
last_name |
text |
Last Name |
Optional |
phone_number |
phone |
Primary Phone |
Optional |
alt_phone_1 |
phone |
Cell Phone |
Optional |
alt_phone_2 |
phone |
Work Phone |
Optional |
address1 |
text |
Address 1 |
Optional |
address2 |
text |
Address 2 |
Optional |
city |
text |
City |
Optional |
state |
select |
State |
Optional |
province |
text |
Province |
Optional |
postal_code |
text |
Postal Code |
Optional |
country |
select |
Country |
Optional |
gender |
select |
Gender |
Optional |
date_of_birth |
date |
Date Of Birth |
Optional |
need_pet_insurance |
checkbox |
Training - Do you need Pet Insurance? |
Optional |
monthly_cost |
text |
Training - Monthly Cost |
Optional |
do_you_currently_have_insurance |
checkbox |
Training - Do you currently have insurance |
Optional |
ka_sge_2_select |
select |
Training - Insurance Provider |
Optional |
training_select_long |
long_select |
Training Select Long |
Optional |
geico__ch___sge_2_select |
long_select |
Geico :CH - SGE 2 Select |
Optional |
allstate__ch___sge_2_text |
text |
Allstate :CH - SGE 2 Text |
Optional |
ch_insurance_provider |
select |
CH Insurance provider |
Optional |
ch_insurance_cost |
text |
CH Insurance Cost |
Optional |
jr___sge2_select |
select |
JR - SGE2 Select |
Optional |
jr___sge_2_checkbox |
checkbox |
JR - SGE 2 Checkbox |
Optional |
jc_05302024_sge_2_select |
select |
JC 05302024: SGE 2 Select |
Optional |
jc_05302024_sge_text |
text |
JC 05302024:SGE Text |
Optional |
jc052024___sge4_insuranceprovider |
select |
Insurance Provider |
Optional |
jc052024_sge4_insurance_cost |
text |
Insurance Cost |
Optional |
dp___sge_2_select |
select |
Current Insurance |
Optional |
dp___sge_2_checkbox |
checkbox |
Current Insurance expired? |
Optional |
url |
text |
url |
Optional |
amselect |
select |
AM- SGE2 Select |
Optional |
yes |
checkbox |
AM - SGE2 Checkbox |
Optional |
insurance_provider |
select |
AM Insurance provider |
Optional |
insurance_cost |
text |
AM Insurance cost |
Optional |
ek___sge_2_select |
select |
Insurance Providers |
Optional |
ek___sge_checkbox |
checkbox |
Insurance Information |
Optional |
re___sge_2_select |
select |
RE - SGE 2 Select |
Optional |
re___sge_2_text |
text |
RE - SGE 2 Text |
Optional |
ek_sg_ex4_field_name |
select |
Insurance Provider |
Optional |
insurance_cost_ek |
text |
EK Insurance Cost Field |
Optional |
ak_inr |
number |
AK INR |
Optional |
vb_inr |
number |
INR |
Optional |
re_insurance_provider |
select |
RE Insurance Provider |
Optional |
re_insurance_cost |
text |
RE Insurance Cost |
Optional |
sge_2_select |
long_select |
AK Insurance Providers |
Optional |
sge_2_checkbox |
checkbox |
AK SGE 2 Checkbox |
Optional |
aksge41 |
checkbox |
AK Self Guided 4 Field 1 |
Optional |
aksge42 |
text |
AK Self Guided 4 Field 2 |
Optional |
be___sge_2_select |
checkbox |
BE - SGE 2 Select |
Optional |
be___sge_2_text |
text |
BE - SGE 2 Text |
Optional |
lm_sge_2_select |
select |
LM-SGE 2 SELECT |
Optional |
lm_sge_2_text |
checkbox |
LM SGE 2 Text |
Optional |
cm_sge_2_text |
text |
CM SGE 2 Text |
Optional |
cm____sge_2_select |
text |
CM - SGE 2 Select |
Optional |
lm_insurance_cost |
text |
LM Insurance Cost |
Optional |
lm__insurance_provider |
select |
LM Insurance Provider |
Optional |
indian_currency |
number |
INR |
Optional |
sge_2_yh_select |
select |
insurance providers |
Optional |
sge_2_yh_checkbox |
checkbox |
SGE 2 YH Checkbox |
Optional |
insured |
checkbox |
Insured |
Optional |
yh___insurance_provider___exercise_4 |
select |
YH - Insurance Provider - Exercise 4 |
Optional |
yh___insurance_cost___exercise_4 |
text |
YH - Insurance Cost - Exercise 4 |
Optional |
co_sge_2_select |
select |
CO - SGE 2 Select |
Optional |
co_sge_2_text |
text |
CO - SGE 2 Text |
Optional |
os___insurance_providers |
select |
OS - Insurance Providers |
Optional |
os___sge_2_checkbox |
checkbox |
OS - SGE 2 Checkbox) |
Optional |
co_insurance_provider |
select |
CO Insurance Provider |
Optional |
co_insurance_cost |
text |
CO Insurance Cost |
Optional |
test_ph_no_field |
phone |
Test Phone number Field |
Optional |
bz_sge_2_select |
select |
BZ SGE 2 Select |
Optional |
jc_sge_2_select |
select |
JC SGE 2 Select |
Optional |
bz_seg_2_check |
checkbox |
BZ SEG 2 Check |
Optional |
jc_sge_2_check |
checkbox |
JC SGE 2 Check |
Optional |
ns___sge_2_select |
select |
Insurance Provider |
Optional |
ns___sge_2_checkbox |
checkbox |
Do you need Insured? |
Optional |
ns_sg_ex4 |
text |
Insurance Cost |
Optional |
dh___sge_2_select |
select |
DH - SGE 2 Select |
Optional |
dh___sge_2_checkbox |
checkbox |
DH - SGE 2 Checkbox |
Optional |
dh_sge4_insurance_provider |
select |
Insurance Provider |
Optional |
dh_sge4_insurance_cost |
text |
Insurance Cost |
Optional |
le2stdatepickerfield |
date |
LE2STDatePickerfield |
Optional |
skt_insurance_provider |
text |
SKT Insurance Provider |
Optional |
skt_insurance_cost |
integer |
SKT Insurance Cost |
Optional |
skt_insurance_provider_drop_down |
multiselect |
SKT Insurance Provider Drop Down |
Optional |
skt___sge_2_select |
select |
SKT - SGE 2 Select |
Optional |
skt___sge_2_checkbox |
checkbox |
SKT - SGE 2 Checkbox |
Optional |
select_vb |
select |
select vb |
Optional |
managerphonenumber |
phone |
ManagerPhoneNumber |
Optional |
adminphonenumber |
phone |
AdminPhoneNumber |
Optional |
indian_rupees |
number |
INR |
Optional |
sk_date |
date |
SK Date |
Optional |
insuranceprovider |
select |
Insurance Provider |
Optional |
insurancecost |
number |
Insurance Cost |
Optional |
HTTP Method
Errors
6001 |
No such Lead |
6002 |
No such List |
6006 |
No such User |
6008 |
The phone number is invalid |
6079 |
Invalid Email(s) |
Delete Lead
Delete a lead for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
lead_id |
integer |
Lead`s ID |
Required |
HTTP Method
Errors
Search Leads
Globally search through all the account leads.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
lead_id |
integer |
Lead`s ID |
Optional |
list_id |
integer |
List`s ID |
Optional |
user_id |
string |
User`s ID |
Optional |
owner_id |
string |
Owner`s ID |
Optional |
status |
string |
Lead`s status |
Optional |
created_by |
lookup |
Created By |
Optional (searchable) |
email |
email |
Email |
Optional (searchable) |
last_modified_by |
lookup |
Last Modified By |
Optional (searchable) |
owner_id |
lookup |
Lead Owner |
Optional (searchable) |
first_name |
text |
First Name |
Optional (searchable) |
last_name |
text |
Last Name |
Optional (searchable) |
phone_number |
phone |
Primary Phone |
Optional (searchable) |
alt_phone_1 |
phone |
Cell Phone |
Optional (searchable) |
alt_phone_2 |
phone |
Work Phone |
Optional (searchable) |
address1 |
text |
Address 1 |
Optional (searchable) |
address2 |
text |
Address 2 |
Optional (searchable) |
city |
text |
City |
Optional (searchable) |
state |
select |
State |
Optional (searchable) |
province |
text |
Province |
Optional (searchable) |
postal_code |
text |
Postal Code |
Optional (searchable) |
country |
select |
Country |
Optional (searchable) |
gender |
select |
Gender |
Optional (searchable) |
date_of_birth |
date |
Date Of Birth |
Optional (searchable) |
created_at_start_date |
string |
Created At Start Date (2019-01-01 00:00:00) |
Optional (searchable) |
created_at_end_date |
string |
Created At End Date (2019-01-01 23:59:59) |
Optional (searchable) |
last_call_start_date |
string |
Last Call Start Date (2019-01-01 00:00:00) |
Optional (searchable) |
last_call_end_date |
string |
Last Call End Date (2019-01-01 23:59:59) |
Optional (searchable) |
need_pet_insurance |
checkbox |
Training - Do you need Pet Insurance? |
(non Searchable) |
monthly_cost |
text |
Training - Monthly Cost |
(non Searchable) |
do_you_currently_have_insurance |
checkbox |
Training - Do you currently have insurance |
(non Searchable) |
ka_sge_2_select |
select |
Training - Insurance Provider |
(non Searchable) |
training_select_long |
long_select |
Training Select Long |
(non Searchable) |
geico__ch___sge_2_select |
long_select |
Geico :CH - SGE 2 Select |
(non Searchable) |
allstate__ch___sge_2_text |
text |
Allstate :CH - SGE 2 Text |
(non Searchable) |
ch_insurance_provider |
select |
CH Insurance provider |
(non Searchable) |
ch_insurance_cost |
text |
CH Insurance Cost |
(non Searchable) |
jr___sge2_select |
select |
JR - SGE2 Select |
(non Searchable) |
jr___sge_2_checkbox |
checkbox |
JR - SGE 2 Checkbox |
(non Searchable) |
jc_05302024_sge_2_select |
select |
JC 05302024: SGE 2 Select |
(non Searchable) |
jc_05302024_sge_text |
text |
JC 05302024:SGE Text |
(non Searchable) |
jc052024___sge4_insuranceprovider |
select |
Insurance Provider |
(non Searchable) |
jc052024_sge4_insurance_cost |
text |
Insurance Cost |
(non Searchable) |
dp___sge_2_select |
select |
Current Insurance |
(non Searchable) |
dp___sge_2_checkbox |
checkbox |
Current Insurance expired? |
(non Searchable) |
url |
text |
url |
(non Searchable) |
amselect |
select |
AM- SGE2 Select |
(non Searchable) |
yes |
checkbox |
AM - SGE2 Checkbox |
(non Searchable) |
insurance_provider |
select |
AM Insurance provider |
Optional (searchable) |
insurance_cost |
text |
AM Insurance cost |
Optional (searchable) |
ek___sge_2_select |
select |
Insurance Providers |
(non Searchable) |
ek___sge_checkbox |
checkbox |
Insurance Information |
(non Searchable) |
re___sge_2_select |
select |
RE - SGE 2 Select |
(non Searchable) |
re___sge_2_text |
text |
RE - SGE 2 Text |
(non Searchable) |
ek_sg_ex4_field_name |
select |
Insurance Provider |
Optional (searchable) |
insurance_cost_ek |
text |
EK Insurance Cost Field |
(non Searchable) |
ak_inr |
number |
AK INR |
(non Searchable) |
vb_inr |
number |
INR |
Optional (searchable) |
re_insurance_provider |
select |
RE Insurance Provider |
(non Searchable) |
re_insurance_cost |
text |
RE Insurance Cost |
(non Searchable) |
sge_2_select |
long_select |
AK Insurance Providers |
Optional (searchable) |
sge_2_checkbox |
checkbox |
AK SGE 2 Checkbox |
(non Searchable) |
aksge41 |
checkbox |
AK Self Guided 4 Field 1 |
(non Searchable) |
aksge42 |
text |
AK Self Guided 4 Field 2 |
(non Searchable) |
be___sge_2_select |
checkbox |
BE - SGE 2 Select |
Optional (searchable) |
be___sge_2_text |
text |
BE - SGE 2 Text |
Optional (searchable) |
lm_sge_2_select |
select |
LM-SGE 2 SELECT |
Optional (searchable) |
lm_sge_2_text |
checkbox |
LM SGE 2 Text |
Optional (searchable) |
cm_sge_2_text |
text |
CM SGE 2 Text |
Optional (searchable) |
cm____sge_2_select |
text |
CM - SGE 2 Select |
Optional (searchable) |
lm_insurance_cost |
text |
LM Insurance Cost |
(non Searchable) |
lm__insurance_provider |
select |
LM Insurance Provider |
(non Searchable) |
indian_currency |
number |
INR |
Optional (searchable) |
sge_2_yh_select |
select |
insurance providers |
(non Searchable) |
sge_2_yh_checkbox |
checkbox |
SGE 2 YH Checkbox |
(non Searchable) |
insured |
checkbox |
Insured |
(non Searchable) |
yh___insurance_provider___exercise_4 |
select |
YH - Insurance Provider - Exercise 4 |
(non Searchable) |
yh___insurance_cost___exercise_4 |
text |
YH - Insurance Cost - Exercise 4 |
(non Searchable) |
co_sge_2_select |
select |
CO - SGE 2 Select |
(non Searchable) |
co_sge_2_text |
text |
CO - SGE 2 Text |
(non Searchable) |
os___insurance_providers |
select |
OS - Insurance Providers |
(non Searchable) |
os___sge_2_checkbox |
checkbox |
OS - SGE 2 Checkbox) |
(non Searchable) |
co_insurance_provider |
select |
CO Insurance Provider |
(non Searchable) |
co_insurance_cost |
text |
CO Insurance Cost |
(non Searchable) |
test_ph_no_field |
phone |
Test Phone number Field |
(non Searchable) |
bz_sge_2_select |
select |
BZ SGE 2 Select |
(non Searchable) |
jc_sge_2_select |
select |
JC SGE 2 Select |
(non Searchable) |
bz_seg_2_check |
checkbox |
BZ SEG 2 Check |
(non Searchable) |
jc_sge_2_check |
checkbox |
JC SGE 2 Check |
(non Searchable) |
ns___sge_2_select |
select |
Insurance Provider |
(non Searchable) |
ns___sge_2_checkbox |
checkbox |
Do you need Insured? |
(non Searchable) |
ns_sg_ex4 |
text |
Insurance Cost |
(non Searchable) |
dh___sge_2_select |
select |
DH - SGE 2 Select |
(non Searchable) |
dh___sge_2_checkbox |
checkbox |
DH - SGE 2 Checkbox |
(non Searchable) |
dh_sge4_insurance_provider |
select |
Insurance Provider |
(non Searchable) |
dh_sge4_insurance_cost |
text |
Insurance Cost |
(non Searchable) |
le2stdatepickerfield |
date |
LE2STDatePickerfield |
(non Searchable) |
skt_insurance_provider |
text |
SKT Insurance Provider |
(non Searchable) |
skt_insurance_cost |
integer |
SKT Insurance Cost |
(non Searchable) |
skt_insurance_provider_drop_down |
multiselect |
SKT Insurance Provider Drop Down |
(non Searchable) |
skt___sge_2_select |
select |
SKT - SGE 2 Select |
(non Searchable) |
skt___sge_2_checkbox |
checkbox |
SKT - SGE 2 Checkbox |
(non Searchable) |
select_vb |
select |
select vb |
(non Searchable) |
managerphonenumber |
phone |
ManagerPhoneNumber |
(non Searchable) |
adminphonenumber |
phone |
AdminPhoneNumber |
(non Searchable) |
indian_rupees |
number |
INR |
(non Searchable) |
sk_date |
date |
SK Date |
(non Searchable) |
insuranceprovider |
select |
Insurance Provider |
(non Searchable) |
insurancecost |
number |
Insurance Cost |
(non Searchable) |
offset |
integer |
Pagination offset |
Optional |
limit (max 2000) |
integer |
Maximum number of results to retrieve |
Optional |
HTTP Method
Errors
6000 |
Missing lists |
7230 |
Invalid limit value |
7231 |
Invalid offset value |
Get Lead Recordings
Returns a list of all lead recordings.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
lead_id |
integer |
Lead`s ID |
Required |
start_time |
string |
Start datetime [format: Y-m-d H:is] |
Optional |
end_time |
string |
End datetime [format: Y-m-d H:is] |
Optional |
offset |
integer |
Pagination offset |
Optional |
limit |
integer |
Maximum number of results to retrieve |
Optional |
HTTP Method
Errors
6005 |
Missing users |
7231 |
Invalid offset value |
Lists
Insert List
Create a new list for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
name |
string |
List`s name, 10-30 characters long, acceptable symbols: a-z A-Z 0-9 : - _ space |
Required |
campaign_id |
string |
Campaign`s ID |
Required |
description |
string |
List`s description, 0-255 characters long |
Optional |
status |
boolean |
List`s status |
Optional |
HTTP Method
Errors
6003 |
The List requires a name |
6004 |
Unknown Campaign ID |
6046 |
The List name should be at least 10 characters long |
Update List
Update a list for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
list_id |
integer |
List`s ID |
Required |
name |
string |
List`s name, 10-30 characters long, acceptable symbols: a-z A-Z 0-9 : - _ space |
Optional |
campaign_id |
string |
Campaign`s ID |
Optional |
status |
boolean |
List`s status |
Optional |
HTTP Method
Errors
6002 |
No such List |
6004 |
Unknown Campaign ID |
6046 |
The List name should be at least 10 characters long |
Delete List
Delete a list for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
list_id |
integer |
List`s ID |
Required |
HTTP Method
Errors
Search List
Search Lists by campaign_id.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
status |
string |
List`s Status |
Required |
id |
string |
List`s Id |
Optional |
campaign_id |
string |
Campaign`s ID |
Optional |
HTTP Method
Errors
Revenue
Insert/Update Revenue Logs
Insert or update Revenue Logs
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
call_log_id |
string |
Call Log`s ID |
Required |
revenue |
double |
Revenue (Number) |
Optional |
return |
integer |
Return (0 or 1) |
Optional |
HTTP Method
Errors
6032 |
Missing Call Log ID |
6033 |
No such Call Log |
6036 |
Either Revenue or Return need to have value |
Status
Insert Status
Create a new Status for authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
status |
string |
Status Abbreviation, only Alphanumeric characters allowed. Must be between 2-6 characters long. |
Required |
name |
string |
Status name |
Required |
hex_color |
string |
Hex color |
Optional |
final |
enum |
Final Option, set Y for Yes or N for No |
Required |
reached |
enum |
Reached Option, set Y for Yes or N for No |
Required |
success |
enum |
Success Option, set Y for Yes or N for No |
Required |
dnc |
enum |
DNC Option, set Y for Yes or N for No |
Required |
callback |
enum |
Callback Option, set Y for Yes or N for No |
Required |
contact |
enum |
Contact Option, set Y for Yes or N for No |
Required |
voicemail |
enum |
Voicemail Option, set Y for Yes or N for No |
Required |
HTTP Method
Errors
6060 |
Missing Status Description |
6061 |
Missing or Invalid Status Abbreviation, only Alphanumeric characters allowed. Must be between 2-6 characters long. |
6062 |
Missing or Invalid Final option, Must be Y for Yes or N for No. |
6063 |
Missing or Invalid Reached option, Must be Y for Yes or N for No. |
6064 |
Missing or Invalid Success option, Must be Y for Yes or N for No. |
6065 |
Missing or Invalid DNC option, Must be Y for Yes or N for No. |
6066 |
Missing or Invalid Callback option, Must be Y for Yes or N for No. |
6067 |
Missing or Invalid Contact option, Must be Y for Yes or N for No. |
6068 |
Missing or Invalid Voicemail option, Must be Y for Yes or N for No. |
6078 |
HEX color defined is invalid, do not include #, valid example: 6711d1. |
Update Status
Update a status for an authenticated user.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
status |
string |
Status Abbreviation |
Required |
name |
string |
Status name |
Optional |
hex_color |
string |
Hex color |
Optional |
final |
enum |
Final Option, set Y for Yes or N for No |
Optional |
reached |
enum |
Reached Option, set Y for Yes or N for No |
Optional |
success |
enum |
Success Option, set Y for Yes or N for No |
Optional |
dnc |
enum |
DNC Option, set Y for Yes or N for No |
Optional |
callback |
enum |
Callback Option, set Y for Yes or N for No |
Optional |
contact |
enum |
Contact Option, set Y for Yes or N for No |
Optional |
voicemail |
enum |
Voicemail Option, set Y for Yes or N for No |
Optional |
HTTP Method
Errors
6069 |
Missing or Invalid Status Abbreviation, Only custom statuses can be modified. |
6071 |
Final option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6072 |
Reached option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6073 |
Success option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6074 |
DNC option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6075 |
Callback option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6076 |
Contact option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6077 |
Voicemail option can not be set to a empty value, please assign a Y for Yes or N for No or dont set parameter. |
6078 |
HEX color defined is invalid, do not include #, valid example: 6711d1. |
Search Status
Search Status by status.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
query |
string |
Search status abbreviation or description. |
Required |
HTTP Method
User Activity
Globally search through all logged in users.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
campaign_id |
integer |
Filter by Campaign ID (for multiple comma seperate. Example: 102,104 |
Optional |
queue_id |
integer |
Filter by Queue ID (for multiple comma seperate. Example: 203,204 |
Optional |
user_id |
integer |
Filter by User ID (for multiple comma seperate. Example: 1002034,1030483 |
Optional |
filter_by_skill_options |
string |
Filter by Skill Options (for multiple comma seperate. Example by state value: CA,TX,NY |
Optional |
HTTP Method
Users
Get Recordings
Returns a list of all user recording.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
user |
string |
User`s email |
Required |
start_time |
string |
Start datetime [format: Y-m-d H:is] |
Optional |
end_time |
string |
End datetime [format: Y-m-d H:is] |
Optional |
offset |
integer |
Pagination offset |
Optional |
limit |
integer |
Maximum number of results to retrieve |
Optional |
HTTP Method
Errors
6005 |
Missing users |
7231 |
Invalid offset value |
User Search
Returns a list of all user information.
Arguments
POST Field (case sensitive) |
Type |
Description |
Required/Optional |
auth_token |
string |
API authentication token |
Required |
user |
string |
User`s email , First Name , Last Name |
Optional |
offset |
integer |
Pagination offset |
Optional |
limit |
integer |
Maximum number of results to retrieve |
Optional |
HTTP Method
Errors
6005 |
Missing users |
7231 |
Invalid offset value |